Wealth Enhancement Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Sell |
91,624
-23,600
| -20% | -$1.08M | 0.01% | 974 |
|
|
2025
Q1 | $5.06M | Sell |
115,224
-5,250
| -4% | -$230K | 0.01% | 832 |
|
|
2024
Q4 | $5.23M | Buy |
120,474
+28,098
| +30% | +$1.22M | 0.01% | 779 |
|
|
2024
Q3 | $4.17M | Buy |
92,376
+295
| +0.3% | +$13.3K | 0.01% | 783 |
|
|
2024
Q2 | $3.96M | Sell |
92,081
-1,487
| -2% | -$64K | 0.01% | 753 |
|
|
2024
Q1 | $4M | Sell |
93,568
-8,598
| -8% | -$368K | 0.01% | 725 |
|
|
2023
Q4 | $4.24M | Sell |
102,166
-7,938
| -7% | -$330K | 0.01% | 653 |
|
|
2023
Q3 | $4.29M | Buy |
+110,104
| New | +$4.29M | 0.01% | 622 |
|